Eagle Financial Management Services
Latest statistics and disclosures from Eagle Financial Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHR, PHYS, XOM, AAPL, ProShares Short S&P500, and represent 68.36% of Eagle Financial Management Services's stock portfolio.
- Added to shares of these 7 stocks: SCHR, AAPL, DXJ, Proshares Tr Ii proshs sht eur, PHYS, PAA, Encana Corp.
- Started 4 new stock positions in DXJ, PAA, AAPL, Proshares Tr Ii proshs sht eur.
- Reduced shares in these 6 stocks: SCHO, SHY, ProShares Short S&P500, EFZ, IEI, XOM.
- Sold out of its position in SHY.
- Eagle Financial Management Services was a net seller of stock by $-274k.
- Eagle Financial Management Services has $13M in assets under management (AUM), dropping by -3.70%.
- Central Index Key (CIK): 0001460184
Portfolio Holdings for Eagle Financial Management Services
Eagle Financial Management Services holds 12 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr intrm trm (SCHR) | 22.4 | $3.0M | +170% | 55k | 54.17 |
|
| Sprott Physical Gold Trust (PHYS) | 19.4 | $2.6M | +20% | 190k | 13.53 |
|
| Exxon Mobil Corporation (XOM) | 11.8 | $1.6M | 17k | 90.10 |
|
|
| Apple (AAPL) | 7.8 | $1.0M | NEW | 2.3k | 442.69 |
|
| ProShares Short S&P500 | 6.9 | $920k | -34% | 30k | 30.70 |
|
| Schwab Strategic Tr sht tm us tres (SCHO) | 5.5 | $725k | -81% | 14k | 50.56 |
|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 5.3 | $702k | -10% | 5.7k | 123.46 |
|
| Encana Corp | 5.1 | $675k | +33% | 35k | 19.47 |
|
| ProShares Short MSCI EAFE (EFZ) | 5.0 | $666k | -32% | 17k | 39.88 |
|
| WisdomTree Japan Total Dividend (DXJ) | 4.9 | $648k | NEW | 15k | 43.18 |
|
| Proshares Tr Ii proshs sht eur | 4.2 | $559k | NEW | 15k | 38.62 |
|
| Plains All American Pipeline (PAA) | 1.6 | $218k | NEW | 3.9k | 56.51 |
|
Past Filings by Eagle Financial Management Services
SEC 13F filings are viewable for Eagle Financial Management Services going back to 2011
- Eagle Financial Management Services 2013 Q1 restated filed April 10, 2013
- Eagle Financial Management Services 2013 Q1 filed April 9, 2013
- Eagle Financial Management Services 2012 Q4 filed Feb. 11, 2013
- Eagle Financial Management Services 2012 Q3 filed Nov. 6, 2012
- Eagle Financial Management Services 2012 Q2 filed July 25, 2012
- Eagle Financial Management Services 2012 Q1 filed April 9, 2012
- Eagle Financial Management Services 2011 Q4 filed March 13, 2012